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Workiva
WK

Overview Fund Activity

310 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M

Top Buyers

1
EC
1
Eminence Capital
New York
$181M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
5
Jefferies Financial Group
New York
$11.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.03M
4
Invesco
4
Invesco
Georgia
$2.67M
5
Macquarie Group
5
Macquarie Group
Australia
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$3.56K -$3.49K -51 -50%
IHWM
277
Iron Horse Wealth Management
Iowa
$3.42K – – –
CPG
278
Cornerstone Planning Group
New Jersey
$3.31K -$709 -9 -18%
GRP
279
Global Retirement Partners
California
$3.22K +$3.22K +47 New
GSWM
280
Golden State Wealth Management
California
$3.01K – – –
TWD
281
True Wealth Design
Ohio
$2.94K -$1.92K -28 -39%
PS
282
Principal Securities
Iowa
$2.53K – – –
WSFS
283
Wilmington Savings Fund Society
Delaware
$2.4K +$205 +3 +9%
CTC
284
Central Trust Company
Missouri
$2.19K – – –
AAP
285
Arax Advisory Partners
Colorado
$2.19K +$822 +12 +60%
SS
286
SBI Securities
Japan
$2.19K – – –
Jones Financial Companies
287
Jones Financial Companies
Missouri
$2.17K -$5.2K -79 -71%
AA
288
Ancora Advisors
Ohio
$1.99K +$1.99K +29 New
KG
289
Kilter Group
New York
$1.92K +$1.92K +28 New
PWMG
290
Private Wealth Management Group
New Jersey
$1.58K +$753 +11 +92%
CIAM
291
Caitong International Asset Management
Hong Kong
$1.44K -$184K -2,683 -99%
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$1.44K -$684 -10 -32%
SIC
293
Salem Investment Counselors
North Carolina
$1.37K -$1.03K -15 -43%
BFS
294
Bare Financial Services
Pennsylvania
$1.1K +$1.1K +16 New
HFS
295
Hantz Financial Services
Michigan
$1K – – –
HWM
296
Hemington Wealth Management
Virginia
$1K +$762 +16 +320%
BWL
297
Bogart Wealth LLC
Virginia
$958 – – –
BIG
298
Brooklyn Investment Group
New York
$890 +$890 +13 New
Federated Hermes
299
Federated Hermes
Pennsylvania
$342 -$1.66M -24,332 -100%
FFO
300
Fortitude Family Office
Arizona
$342 +$342 +5 New
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